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Capula Management’s Philip Morris PM Stock Holding History

Capula Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,036
Closed -$1.4M – 1183
2025
Q4 		$1.29M Buy
8,036
+4,837
+151% +$749K 0.01% 266
2025
Q3 		$519K Buy
3,199
+3,166
+9,594% +$533K ﹤0.01% 441
2025
Q2 		$6.01K Sell
33
-1,170
-97% -$201K ﹤0.01% 624
2025
Q1 		$191K Buy
1,203
+452
+60% +$64K ﹤0.01% 528
2024
Q4 		$90.4K Buy
751
+640
+577% +$80.7K ﹤0.01% 342
2024
Q3 		$13.5K Sell
111
-1,350
-92% -$157K ﹤0.01% 481
2024
Q2 		$148K Buy
1,461
+238
+19% +$23.3K ﹤0.01% 401
2024
Q1 		$112K Buy
+1,223
New +$113K ﹤0.01% 436
2023
Q4 		– Sell
-680
Closed -$63K – 528
2023
Q3 		$63K Buy
+680
New +$65.4K ﹤0.01% 493
2023
Q2 		– Sell
-3,861
Closed -$375K – 712
2023
Q1 		$375K Sell
3,861
-1,838
-32% -$183K ﹤0.01% 503
2022
Q4 		$577K Buy
+5,699
New +$538K 0.01% 542
2022
Q3 		– Sell
-28,225
Closed -$2.69M – 643
2022
Q2 		$2.79M Buy
+28,225
New +$2.88M 0.05% 246
2021
Q4 		– Sell
-3,268
Closed -$310K – 640
2021
Q3 		$310K Buy
+3,268
New +$329K ﹤0.01% 695
2020
Q3 		– Sell
-22,570
Closed -$1.58M – 283
2020
Q2 		$1.58M Buy
+22,570
New +$1.65M 0.06% 221

Other funds holding PM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capula Management's PM Position: Q1 2026 in Review

Capula Management sold out of Philip Morris (PM) in Q1 2026, closing a stake of 8,036 shares — an estimated $1.4M sold.

Capula Management first reported a position in PM in Q2 2020 and held it in 14 quarters. The position peaked at $2.79M in Q2 2022. 2,865 funds tracked by Wall St. Rank hold PM as of Q1 2026.

  • Capula Management reported no remaining Philip Morris position as of Q1 2026 after selling out during the quarter.
  • Capula Management sold 8,036 Philip Morris shares in Q1 2026, an estimated $1.4M.
  • Capula Management first reported a position in Philip Morris in Q2 2020 and held it in 14 quarters.
  • Capula Management's Philip Morris position peaked at $2.79M in Q2 2022.
  • 2,865 funds tracked by Wall St. Rank held Philip Morris as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.